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McShane Partners is a division of Waverly Advisors, LLC and offers unique concierge wealth management and investment advisory services to high-net-worth individuals and families.

McShane Partners has a singular focus: providing highly customized wealthy advisory, investment management, and financial planning services and solutions to our clients.

About McShane Partners
Our Services

McShane Partners is a division of Waverly Advisors, LLC and offers unique concierge wealth management and investment advisory services to high-net-worth individuals and families.

McShane Partners' Services

WEALTH ADVISORY

We view wealth management as being the cohesive, comprehensive intersection of coordinated financial planning and investment management.

Both are critical to helping you define and achieve your goals without assuming excessive, unnecessary risks. 

WE ATTEND TO ALL THE DETAILS ALLOWING YOU TO FEEL SECURE

Enhanced Wealth Advisory

Our Comprehensive Wealth Advisory Service is specifically crafted to offer individuals and families with substantial assets and intricate financial needs a comprehensive set of financial planning and management services. Our objective is to assist clients in cultivating, safeguarding, and effectively overseeing their wealth. 

CONTACT US TO GET STARTED

Wealth Advisory Services

CASH FLOW MANAGEMENT

Cash Flow Management is the process of monitoring, analyzing, and optimizing money movement. This is a critical component of financial planning and essential for maintaining financial health and sustainability.
  • Analysis of current income and expenses to map out tax-efficient savings plans.
  • Future projections of cash flow expenses and assistance with determining how best to meet those needs.

INCOME TAX PLANNING

Income Tax Planning is the process of organizing and enhancing financial affairs to minimize the amount of income tax due. It involves making strategic decisions and taking proactive steps to decrease or defer current and future tax liabilities.
  • Analyze tax returns for tax reduction techniques.
  • Model various scenarios to maximize wealth accumulation through tax bracket optimization.
  • Facilitate tax return preparation with client CPA.

RETIREMENT PLANNING

Retirement Planning is the process of establishing financial goals and crafting a comprehensive strategy to achieve financially security and a comfortable retirement.
  • Analysis of retirement needs
  • Evaluation of retirement options and scenario planning to assist in determining career glide path.
  • Social Security & pension optimization planning.

INSURANCE PLANNING

Insurance Planning is the process of evaluating and selecting appropriate insurance products to mitigate potential financial losses and to protect families against potential uncertainties.
  • Coordinate analysis of current insurance coverage with strategic partners
  • Consideration of additional insurance needs
  • Planning for long-term care and disability

PHILANTHROPIC PLANNING

Philanthropic Planning is the process of helping families achieve philanthropic and charitable goals by gifting meaningful contributions to further the development of Charities and other Non-Profit organizations.
  • Incorporate charitable giving as part of overall estate plan.
  • Implement charitable giving strategy in coordination with income tax plan.

ESTATE + TRUST PLANNING

Estate & Trust Planning is the process of organizing the management and distribution of assets, properties, and wealth following your passing or in the event you become incapacitated. It involves making legal and financial documents to ensure that any assets are transferred to the appropriate beneficiary based on your specific final wishes.
  • Comprehensive estate plan review
  • Recommend and implement wealth transfer planning techniques.

EDUCATION PLANNING

Education Planning is the process of evaluating and preparing for the costs associated with the various levels of education. It involves developing a savings and investment strategy to ensure funds are available to meet education objectives.
  • Analysis to quantify education costs and funding options
  • Assistance with financial aid process

DIVORCE PLANNING

Divorce planning is the process planning and preparing for the complex intricacies of Divorce. It includes assessing financial, legal, and personal circumstances to minimize the negative impact of the divorce process.
  • Financial Analysis
  • Budgeting and Planning
  • Asset Division and Tax Liabilities

HELPING CLIENTS NAVIGATE WEALTH MANAGEMENT

Wealth Advisory

Comprehensive Wealth Management
Coordinated Financial Planning Services
Enhanced Lifestyle Planning
Evolving Financial Planning Process
Comprehensive Wealth Management

We view wealth management as being the cohesive, comprehensive intersection of coordinated financial planning and investment management. Both are critical to helping you define and achieve your goals without assuming excessive, unnecessary risks.

Coordinated Financial Planning Services

Our Wealth Advisors serve as coordinators for all your strategic advisors. We are not here to replace what they do but will work to enhance what they offer through a more seamless integration of their services.

Enhanced Lifestyle Planning

We put our clients’ needs and values at the center of everything we do, with the aim of translating your aspirations into solutions to help you realize your goals.

Evolving Financial Planning Process

Life is not static, and your financial plan shouldn’t be either. Changing circumstances can alter your financial future, and your wealth management roadmap should adapt to changing scenarios and detours along the way.

Expert Coordination Between Services & Advisors

Being a free-only advisor, we do not accept compensation from any third parties. We understand the importance of your financial protection and we are here to coordinate and serve as the quarterback for all your advisors to ensure a cohesive plan for your overall financial success.

  • Risk Tolerance Assessment
  • Cash Flow Management
  • Retirement Planning
  • Tax Planning
  • Education Planning
  • Estate and Trust Planning
  • Charitable Giving
Insurance Specialists
Tax Professionals
Business Advisors
Estate Planning Attorneys

If you don't have time to do it right, when will you have time to do it over?

– JOHN WOODEN

Wealth Advisory Team

Sandy Carlson, CFP®, CPA, CDFA®, QKA

Partner | Wealth Advisor | Director of Financial Planning

Lorri Tomlin, FPQP™

Partner | Wealth Advisor

Rebecca Hoover, CFP®, CPA, CDFA®

Partner | Wealth Advisor

Abby Williams

Client Service Associate

Daniel Hudspeth, CFP®

Associate Wealth Advisor

Corey Meyer

Wealth Advisor

Unlock Your Financial Success

Contact us today and see how we can partner to help you achieve your financial goals.

Contact Us To Get Started
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McShane Partners is an assumed name of Waverly Advisors, LLC.  Waverly Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and uses the McShane Partners trade name in connection with the investment advisory services of some of its investment adviser representatives based in North Carolina. The services provided under the McShane Partners trade name are not provided by a partnership or a company separate from Waverly Advisors, LLC.  All investment advisory services provided under the McShane Partners trade name by investment adviser representatives of Waverly Advisors, LLC, acting on behalf of Waverly Advisors, LLC, are investment advisory services of Waverly Advisors, LLC. Some of the documents included in this website (including news and insights) predate the date when McShane Partners joined Waverly Advisors, LLC and the information in such documents, including disclosures, has not been updated.  All regulatory disclosures applicable to McShane Partners, such as the Form ADV 2A Brochure, the Form ADV 3 CRS or the Privacy Policy, are the regulatory disclosures of Waverly Advisors, LLC.

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